La Financiere de L'aubrac
Independent wealth management and financial planning for individuals, businesses, associations and foundations in France
Highlights
- New on EvolcAdded 2026-11-13
About La Financiere de L'aubrac
La Financière de l'Aubrac provides wealth audits, asset allocation advice, tax planning and investment guidance. Its offerings include life insurance, capitalisation contracts, PEA accounts, real estate, forest and vineyard land funds, employee savings and pension protection.
The firm advises individuals as well as businesses, associations and foundations. It charges for one-off advice and annual wealth-monitoring subscriptions, and discloses commissions it receives.
Founded in 2017, the firm is headquartered in La Garenne-Colombes and also presents an address in Paris. Its founder has a wealth-management diploma from AUREP.
Product: Wealth audits, investment and asset-allocation advice, tax planning, and ongoing wealth monitoring.
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